External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Barry Callebaut is the largest B2B chocolate maker, producing 20% of global industrial chocolate for major clients.</li><li>High cocoa prices since early 2023 have led to decreased consumption and hedging losses, but the market is expected to stabilize by 2026.</li><li>CEO Peter Feld is implementing cost cuts of CHF 250 million, and if cocoa prices normalize, the company's valuation could potentially double.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Barry Callebaut is the largest B2B chocolate maker, producing 20% of global industrial chocolate for major clients.High cocoa prices since early 2023 have led to decreased consumption and hedging losses, but the market is expected to stabilize by 2026.CEO Peter Feld is implementing cost cuts of CHF 250 million, and if cocoa prices normalize, the company's valuation could potentially double.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Barry Callebaut (BARN SW) - Tuesday, Aug 5, 2025

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

Thematic (Sector/Industry)

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<li>
In the past year, cocoa prices have spiked to elevated levels.
</li>
<li>
The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.
</li>
<li>
There’s nothing suggesting that the tightness in the cocoa market will end anytime soon. 
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</ul>



In the past year, cocoa prices have spiked to elevated levels.


The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.


There’s nothing suggesting that the tightness in the cocoa market will end anytime soon. 



Switzerland

Barry Callebaut AG manufactures cocoa, chocolate, and confectionery products. The Company markets to industrial food manufacturers, chocolatiers, pastry chefs, bakers, and retailers globally.  Barry Callebaut also offers product development, processing, training, and marketing services.

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Barry Callebaut Ag (BARN SW)

Barry Callebaut (BARN SW) - Tuesday, Aug 5, 2025

Barry Callebaut, the largest B2B chocolate maker, faces challenges from high cocoa prices but aims for CHF 250 million in savings, with potential...

Value Investors Club (VIC)

The cocoa question

In the past year, cocoa prices have spiked to elevated levels. The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.

Asian Century Stocks

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Market Cap (USDm)

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